Marks Group Wealth Management
Latest statistics and disclosures from Marks Group Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, AAPL, SYK, ICE, RSG, and represent 11.24% of Marks Group Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: UNH (+$9.7M), PLTR (+$7.0M), NVDA (+$6.4M), EFV, AAAU, IBKR, JBL, Wisdomtree Tr, IEMG, AAPL.
- Started 14 new stock positions in INTC, CLS, PLTR, NVS, FIX, C, IBKR, ENTG, HSBC, IWV. JBL, DOC, Wisdomtree Tr, BAP.
- Reduced shares in these 10 stocks: V (-$7.2M), META, , EXPD, IXN, CP, ROP, GOOG, TMO, ROL.
- Sold out of its positions in BF.B, CP, DHR, JKHY, IXN, ICLN, JMTG, ROL, TRI, VB. VRSK, ACGL, SPOT.
- Marks Group Wealth Management was a net seller of stock by $-19M.
- Marks Group Wealth Management has $1.1B in assets under management (AUM), dropping by 0.11%.
- Central Index Key (CIK): 0001802473
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Portfolio Holdings for Marks Group Wealth Management
Marks Group Wealth Management holds 294 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $37M | -5% | 152k | 243.55 |
|
| Apple (AAPL) | 2.6 | $28M | +7% | 110k | 254.63 |
|
| Stryker Corporation (SYK) | 1.8 | $19M | -3% | 52k | 369.67 |
|
| Intercontinental Exchange (ICE) | 1.7 | $19M | -5% | 111k | 168.48 |
|
| Republic Services (RSG) | 1.7 | $19M | -3% | 80k | 229.48 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.7 | $18M | +33% | 265k | 67.83 |
|
| UnitedHealth (UNH) | 1.5 | $17M | +143% | 48k | 345.30 |
|
| Microsoft Corporation (MSFT) | 1.4 | $16M | -6% | 30k | 517.95 |
|
| Moody's Corporation (MCO) | 1.2 | $13M | -6% | 27k | 476.48 |
|
| Msci (MSCI) | 1.2 | $13M | -3% | 22k | 567.41 |
|
| Meta Platforms Cl A (META) | 1.1 | $12M | -24% | 17k | 734.39 |
|
| Emcor (EME) | 1.1 | $12M | -9% | 18k | 649.54 |
|
| Nvent Electric SHS (NVT) | 1.1 | $12M | -8% | 120k | 98.64 |
|
| Visa Com Cl A (V) | 1.1 | $12M | -38% | 35k | 341.38 |
|
| Curtiss-Wright (CW) | 1.1 | $12M | -5% | 22k | 542.94 |
|
| Ishares Core Msci Emkt (IEMG) | 1.1 | $12M | +29% | 178k | 65.92 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $11M | +146% | 58k | 186.58 |
|
| Leidos Holdings (LDOS) | 1.0 | $11M | -7% | 57k | 188.96 |
|
| Itt (ITT) | 1.0 | $10M | -5% | 58k | 178.76 |
|
| Becton, Dickinson and (BDX) | 1.0 | $10M | -3% | 55k | 187.17 |
|
| TJX Companies (TJX) | 0.9 | $10M | -4% | 71k | 144.54 |
|
| Eaton Corp SHS (ETN) | 0.9 | $10M | -6% | 27k | 374.25 |
|
| Parker-Hannifin Corporation (PH) | 0.9 | $10M | -6% | 13k | 758.15 |
|
| General Dynamics Corporation (GD) | 0.9 | $10M | -6% | 29k | 341.00 |
|
| Caci Intl Cl A (CACI) | 0.9 | $9.8M | -5% | 20k | 498.78 |
|
| Amazon (AMZN) | 0.9 | $9.6M | 44k | 219.57 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $9.6M | 16k | 612.38 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.9 | $9.5M | -5% | 16k | 586.04 |
|
| ResMed (RMD) | 0.9 | $9.4M | -4% | 34k | 273.73 |
|
| Rb Global (RBA) | 0.9 | $9.3M | -5% | 86k | 108.36 |
|
| Jacobs Engineering Group (J) | 0.9 | $9.3M | -6% | 62k | 149.86 |
|
| Icon SHS (ICLR) | 0.9 | $9.2M | -5% | 53k | 175.00 |
|
| Iqvia Holdings (IQV) | 0.9 | $9.2M | -5% | 48k | 189.94 |
|
| Honeywell International (HON) | 0.8 | $9.1M | -2% | 43k | 210.50 |
|
| Ss&c Technologies Holding (SSNC) | 0.8 | $9.1M | -3% | 102k | 88.76 |
|
| Primerica (PRI) | 0.8 | $8.9M | -3% | 32k | 277.59 |
|
| Ametek (AME) | 0.8 | $8.8M | -3% | 47k | 188.00 |
|
| salesforce (CRM) | 0.8 | $8.8M | -2% | 37k | 237.00 |
|
| Aon Shs Cl A (AON) | 0.8 | $8.8M | -3% | 25k | 356.58 |
|
| Air Products & Chemicals (APD) | 0.8 | $8.8M | -2% | 32k | 272.72 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.8 | $8.8M | 28k | 309.74 |
|
|
| Broadridge Financial Solutions (BR) | 0.8 | $8.8M | -4% | 37k | 238.17 |
|
| Saia (SAIA) | 0.8 | $8.7M | -6% | 29k | 299.36 |
|
| Tractor Supply Company (TSCO) | 0.8 | $8.6M | -6% | 152k | 56.87 |
|
| FactSet Research Systems (FDS) | 0.8 | $8.6M | -9% | 30k | 286.49 |
|
| Steris Shs Usd (STE) | 0.8 | $8.6M | -2% | 35k | 247.44 |
|
| S&p Global (SPGI) | 0.8 | $8.6M | -4% | 18k | 486.71 |
|
| Franklin Electric (FELE) | 0.8 | $8.4M | -4% | 89k | 95.20 |
|
| Union Pacific Corporation (UNP) | 0.8 | $8.4M | -2% | 36k | 236.37 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.8 | $8.4M | -9% | 147k | 56.94 |
|
| Intuit (INTU) | 0.8 | $8.3M | -2% | 12k | 682.91 |
|
| Automatic Data Processing (ADP) | 0.8 | $8.3M | -3% | 28k | 293.50 |
|
| W.W. Grainger (GWW) | 0.8 | $8.3M | -2% | 8.7k | 952.94 |
|
| Darden Restaurants (DRI) | 0.8 | $8.2M | -2% | 43k | 190.36 |
|
| Casey's General Stores (CASY) | 0.8 | $8.2M | -4% | 15k | 565.32 |
|
| Brown & Brown (BRO) | 0.8 | $8.1M | 87k | 93.79 |
|
|
| Copart (CPRT) | 0.7 | $8.1M | -6% | 179k | 44.97 |
|
| Gra (GGG) | 0.7 | $8.0M | -2% | 95k | 84.96 |
|
| Texas Roadhouse (TXRH) | 0.7 | $8.0M | -2% | 48k | 166.15 |
|
| Ingersoll Rand (IR) | 0.7 | $8.0M | -2% | 97k | 82.62 |
|
| FTI Consulting (FCN) | 0.7 | $7.8M | -3% | 48k | 161.65 |
|
| Cigna Corp (CI) | 0.7 | $7.6M | 27k | 288.25 |
|
|
| Roper Industries (ROP) | 0.7 | $7.6M | -27% | 15k | 498.69 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 0.7 | $7.6M | +73% | 198k | 38.12 |
|
| Carlisle Companies (CSL) | 0.7 | $7.5M | -3% | 23k | 328.96 |
|
| Marsh & McLennan Companies (MMC) | 0.7 | $7.5M | 37k | 201.53 |
|
|
| Watsco, Incorporated (WSO) | 0.7 | $7.4M | -2% | 18k | 404.30 |
|
| Alcon Ord Shs (ALC) | 0.7 | $7.4M | +6% | 100k | 74.51 |
|
| Amdocs SHS (DOX) | 0.7 | $7.4M | -2% | 90k | 82.05 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $7.3M | +32% | 64k | 113.88 |
|
| Cintas Corporation (CTAS) | 0.7 | $7.3M | -4% | 35k | 205.26 |
|
| Deckers Outdoor Corporation (DECK) | 0.7 | $7.2M | -2% | 72k | 101.37 |
|
| Palantir Technologies Cl A (PLTR) | 0.6 | $7.0M | NEW | 38k | 182.42 |
|
| Fair Isaac Corporation (FICO) | 0.6 | $6.7M | -4% | 4.5k | 1496.53 |
|
| Paycom Software (PAYC) | 0.6 | $6.5M | -2% | 31k | 208.14 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $6.5M | 9.8k | 666.19 |
|
|
| IDEXX Laboratories (IDXX) | 0.6 | $6.5M | -15% | 10k | 638.89 |
|
| Fiserv (FI) | 0.6 | $6.3M | 49k | 128.93 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $6.3M | -2% | 26k | 246.60 |
|
| Cavco Industries (CVCO) | 0.6 | $6.0M | -4% | 10k | 580.73 |
|
| Monster Beverage Corp (MNST) | 0.5 | $5.8M | +9% | 86k | 67.31 |
|
| Morningstar (MORN) | 0.5 | $5.3M | -12% | 23k | 232.01 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $5.1M | -3% | 10k | 502.74 |
|
| NVR (NVR) | 0.5 | $4.9M | 610.00 | 8034.67 |
|
|
| Donaldson Company (DCI) | 0.4 | $4.8M | 59k | 81.85 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $4.7M | 15k | 315.43 |
|
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.4 | $4.5M | +75% | 131k | 34.16 |
|
| Oracle Corporation (ORCL) | 0.4 | $4.4M | +37% | 16k | 281.23 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $4.4M | 73k | 59.92 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $4.2M | -3% | 9.3k | 447.23 |
|
| Chipotle Mexican Grill (CMG) | 0.4 | $4.1M | -4% | 106k | 39.19 |
|
| Fastenal Company (FAST) | 0.4 | $4.0M | -8% | 82k | 49.04 |
|
| Ge Aerospace Com New (GE) | 0.4 | $4.0M | +10% | 13k | 300.82 |
|
| TransDigm Group Incorporated (TDG) | 0.4 | $3.8M | +7% | 2.9k | 1318.02 |
|
| Dell Technologies CL C (DELL) | 0.3 | $3.7M | -7% | 26k | 141.77 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $3.0M | NEW | 44k | 68.81 |
|
| Autodesk (ADSK) | 0.3 | $3.0M | -7% | 9.6k | 317.67 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $3.0M | 26k | 112.75 |
|
|
| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.3 | $2.9M | 196k | 14.98 |
|
|
| Jabil Circuit (JBL) | 0.3 | $2.9M | NEW | 14k | 217.17 |
|
| Enbridge (ENB) | 0.3 | $2.9M | 57k | 50.46 |
|
|
| Wisdomtree Tr Europe Defense F | 0.3 | $2.8M | NEW | 85k | 33.69 |
|
| Wells Fargo & Company (WFC) | 0.3 | $2.8M | 34k | 83.82 |
|
|
| Medtronic SHS (MDT) | 0.3 | $2.8M | +2% | 30k | 95.24 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $2.8M | 14k | 194.50 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.3 | $2.7M | 24k | 113.62 |
|
|
| Entergy Corporation (ETR) | 0.3 | $2.7M | +2% | 29k | 93.19 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $2.6M | +20% | 35k | 76.72 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $2.6M | -44% | 5.4k | 485.02 |
|
| International Business Machines (IBM) | 0.2 | $2.6M | -2% | 9.1k | 282.16 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.5M | 21k | 120.72 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.4M | 5.0k | 479.62 |
|
|
| Sap Se Spon Adr (SAP) | 0.2 | $2.4M | +9% | 8.9k | 267.21 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $2.3M | 3.00 | 754200.00 |
|
|
| Us Bancorp Del Com New (USB) | 0.2 | $2.3M | 47k | 48.33 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $2.3M | +7% | 78k | 28.79 |
|
| Lamar Advertising Cl A (LAMR) | 0.2 | $2.2M | +2% | 18k | 122.42 |
|
| Pool Corporation (POOL) | 0.2 | $2.1M | -4% | 6.8k | 310.07 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $2.1M | +23% | 7.5k | 279.29 |
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.2 | $2.1M | 231k | 9.10 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $2.1M | +20% | 2.1k | 968.09 |
|
| Starbucks Corporation (SBUX) | 0.2 | $2.0M | +2% | 24k | 84.60 |
|
| Ing Global Advantage And Premium Opportunity Fund (IGA) | 0.2 | $2.0M | 200k | 9.92 |
|
|
| Blackrock (BLK) | 0.2 | $2.0M | -26% | 1.7k | 1166.04 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $2.0M | 27k | 72.77 |
|
|
| Verizon Communications (VZ) | 0.2 | $1.9M | +2% | 44k | 43.95 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.2 | $1.9M | 17k | 110.47 |
|
|
| Sea Sponsord Ads (SE) | 0.2 | $1.9M | +20% | 10k | 178.73 |
|
| Genuine Parts Company (GPC) | 0.2 | $1.8M | 13k | 138.60 |
|
|
| Coca-Cola Company (KO) | 0.2 | $1.8M | -15% | 28k | 66.32 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $1.8M | 15k | 123.75 |
|
|
| Pimco Dynamic Income SHS (PDI) | 0.2 | $1.8M | 90k | 19.80 |
|
|
| GSK Sponsored Adr (GSK) | 0.2 | $1.8M | +3% | 41k | 43.16 |
|
| Amgen (AMGN) | 0.2 | $1.7M | +2% | 6.0k | 282.19 |
|
| Gartner (IT) | 0.2 | $1.6M | -9% | 6.2k | 262.87 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.6M | 5.5k | 293.76 |
|
|
| American Tower Reit (AMT) | 0.1 | $1.6M | +3% | 8.3k | 192.32 |
|
| Huntington Ingalls Inds (HII) | 0.1 | $1.6M | -6% | 5.5k | 287.91 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.1 | $1.5M | -9% | 56k | 27.81 |
|
| Peak (DOC) | 0.1 | $1.5M | NEW | 80k | 19.15 |
|
| Unilever Spon Adr New (UL) | 0.1 | $1.5M | +62% | 26k | 59.28 |
|
| Gabelli Equity Trust (GAB) | 0.1 | $1.5M | 245k | 6.09 |
|
|
| Emerson Electric (EMR) | 0.1 | $1.5M | 11k | 131.18 |
|
|
| Saba Capital Income & Oprnt Shs New (BRW) | 0.1 | $1.4M | 186k | 7.77 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.4M | 7.6k | 189.70 |
|
|
| Fidelity National Information Services (FIS) | 0.1 | $1.4M | +59% | 22k | 65.94 |
|
| Ameriprise Financial (AMP) | 0.1 | $1.4M | 2.9k | 491.25 |
|
|
| Pimco High Income Com Shs (PHK) | 0.1 | $1.4M | 281k | 4.99 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.4M | 5.7k | 243.10 |
|
|
| Rivernorth Opprtunities Fd I (RIV) | 0.1 | $1.4M | 115k | 12.00 |
|
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| Deere & Company (DE) | 0.1 | $1.3M | 2.9k | 457.33 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.3M | 7.2k | 186.49 |
|
|
| First Financial Corporation (THFF) | 0.1 | $1.3M | 24k | 56.44 |
|
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| SYSCO Corporation (SYY) | 0.1 | $1.3M | +2% | 16k | 82.34 |
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| Paychex (PAYX) | 0.1 | $1.3M | -10% | 10k | 126.76 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.1 | $1.3M | +16% | 1.8k | 737.56 |
|
| Banco Santander Adr (SAN) | 0.1 | $1.3M | +1048% | 124k | 10.48 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.3M | +3% | 7.0k | 183.74 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.3M | 2.3k | 568.81 |
|
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| Relx Sponsored Adr (RELX) | 0.1 | $1.3M | +13% | 27k | 47.76 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.3M | 24k | 54.18 |
|
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| Natwest Group Spons Adr (NWG) | 0.1 | $1.3M | +14% | 90k | 14.15 |
|
| Allspring Income Opportunit Inc Oppty Fd (EAD) | 0.1 | $1.2M | 176k | 7.01 |
|
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| SPS Commerce (SPSC) | 0.1 | $1.2M | 12k | 104.14 |
|
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| Wec Energy Group (WEC) | 0.1 | $1.2M | -5% | 11k | 114.59 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.1 | $1.2M | 123k | 9.50 |
|
|
| Caterpillar (CAT) | 0.1 | $1.1M | +8% | 2.3k | 477.15 |
|
| Edison International (EIX) | 0.1 | $1.1M | +2% | 20k | 55.28 |
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| BlackRock Credit All Inc Trust IV (BTZ) | 0.1 | $1.1M | 98k | 11.05 |
|
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| Abbott Laboratories (ABT) | 0.1 | $1.1M | 8.0k | 133.94 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.1M | 1.6k | 669.24 |
|
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $1.1M | -6% | 16k | 68.58 |
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| Eversource Energy (ES) | 0.1 | $1.1M | +2% | 15k | 71.14 |
|
| Pgim Short Duration High Yie (ISD) | 0.1 | $1.0M | -22% | 73k | 14.38 |
|
| AtriCure (ATRC) | 0.1 | $1.0M | 29k | 35.25 |
|
|
| Linde SHS (LIN) | 0.1 | $1.0M | +5% | 2.1k | 475.00 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $992k | +14% | 4.8k | 206.91 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $984k | 1.1k | 925.64 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $971k | 1.6k | 600.37 |
|
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| Cbre Group Cl A (CBRE) | 0.1 | $968k | 6.1k | 157.56 |
|
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $953k | +16% | 60k | 15.94 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $949k | +12% | 2.0k | 485.22 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $934k | 7.9k | 118.83 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $914k | -48% | 29k | 31.42 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $901k | +10% | 14k | 65.01 |
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| Micron Technology (MU) | 0.1 | $869k | 5.2k | 167.32 |
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| Trane Technologies SHS (TT) | 0.1 | $868k | +16% | 2.1k | 421.96 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $807k | -10% | 3.2k | 254.09 |
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| 3M Company (MMM) | 0.1 | $792k | 5.1k | 155.17 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $781k | +2% | 43k | 18.24 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $773k | 21k | 36.69 |
|
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| Vulcan Materials Company (VMC) | 0.1 | $756k | 2.5k | 307.62 |
|
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $753k | 1.6k | 463.74 |
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| Goldman Sachs (GS) | 0.1 | $743k | 933.00 | 796.37 |
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| O'reilly Automotive (ORLY) | 0.1 | $740k | -10% | 6.9k | 107.81 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $740k | -22% | 13k | 55.49 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $739k | -4% | 2.8k | 259.44 |
|
| Johnson & Johnson (JNJ) | 0.1 | $729k | 3.9k | 185.42 |
|
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| First Tr Exchange-traded A Com Shs (FTC) | 0.1 | $713k | 4.4k | 160.66 |
|
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| Walt Disney Company (DIS) | 0.1 | $671k | 5.9k | 114.50 |
|
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| Celestica (CLS) | 0.1 | $670k | NEW | 2.7k | 246.38 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $662k | 4.9k | 135.65 |
|
|
| Tesla Motors (TSLA) | 0.1 | $661k | +3% | 1.5k | 444.72 |
|
| Agnico (AEM) | 0.1 | $634k | +95% | 3.8k | 168.56 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $633k | -28% | 4.3k | 148.61 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $631k | 1.7k | 365.48 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $628k | 22k | 29.11 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $625k | 6.1k | 103.07 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $620k | NEW | 8.7k | 70.98 |
|
| MercadoLibre (MELI) | 0.1 | $612k | 262.00 | 2336.94 |
|
|
| Kkr & Co (KKR) | 0.1 | $610k | -6% | 4.7k | 129.95 |
|
| Ge Vernova (GEV) | 0.1 | $606k | 986.00 | 615.00 |
|
|
| General Mills (GIS) | 0.1 | $604k | +4% | 12k | 50.42 |
|
| Proto Labs (PRLB) | 0.1 | $603k | 12k | 50.03 |
|
|
| Xcel Energy (XEL) | 0.1 | $576k | 7.1k | 80.65 |
|
|
| Markel Corporation (MKL) | 0.1 | $570k | 298.00 | 1911.36 |
|
|
| Zai Lab Adr (ZLAB) | 0.1 | $560k | +15% | 17k | 33.89 |
|
| Live Nation Entertainment (LYV) | 0.1 | $546k | +12% | 3.3k | 163.40 |
|
| Home Depot (HD) | 0.1 | $541k | 1.3k | 405.19 |
|
|
| Target Corporation (TGT) | 0.0 | $525k | -64% | 5.9k | 89.70 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $515k | 1.1k | 468.41 |
|
|
| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.0 | $515k | 8.1k | 63.69 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $499k | 1.4k | 355.47 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $494k | 784.00 | 630.28 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $488k | 3.2k | 153.65 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $468k | 3.4k | 139.17 |
|
|
| Ufp Industries (UFPI) | 0.0 | $468k | 5.0k | 93.49 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $456k | 6.4k | 71.53 |
|
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $455k | -28% | 13k | 34.16 |
|
| Victory Portfolios Ii Core Intermediat (UITB) | 0.0 | $446k | 9.4k | 47.52 |
|
|
| CoStar (CSGP) | 0.0 | $443k | -9% | 5.3k | 84.37 |
|
| Apogee Enterprises (APOG) | 0.0 | $436k | 10k | 43.57 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $431k | 9.7k | 44.55 |
|
|
| Pepsi (PEP) | 0.0 | $427k | 3.0k | 140.44 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $423k | -2% | 1.4k | 297.91 |
|
| First Tr Exchange-traded Indxx Nextg Etf (NXTG) | 0.0 | $414k | 4.0k | 103.58 |
|
|
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $411k | -3% | 10k | 41.12 |
|
| Cisco Systems (CSCO) | 0.0 | $411k | 6.0k | 68.42 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $408k | 4.0k | 103.06 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $406k | 888.00 | 457.29 |
|
|
| Strategic Trust Running Gwth Etf (RUNN) | 0.0 | $402k | +3% | 12k | 34.27 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $387k | 1.7k | 227.73 |
|
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.0 | $380k | 5.8k | 65.00 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $367k | -71% | 4.4k | 83.54 |
|
| CommVault Systems (CVLT) | 0.0 | $365k | 1.9k | 188.78 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $364k | 1.2k | 303.89 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $362k | 8.6k | 42.13 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $359k | 3.8k | 95.47 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $351k | 460.00 | 763.00 |
|
|
| Abbvie (ABBV) | 0.0 | $342k | 1.5k | 231.54 |
|
|
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $337k | 3.4k | 98.63 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $324k | -75% | 17k | 19.25 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.0 | $324k | 9.3k | 34.75 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $318k | -29% | 3.3k | 97.63 |
|
| Tyler Technologies (TYL) | 0.0 | $314k | 601.00 | 523.16 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $314k | 6.1k | 51.59 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $298k | NEW | 361.00 | 824.11 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $297k | 5.3k | 55.75 |
|
|
| Chevron Corporation (CVX) | 0.0 | $296k | 1.9k | 155.27 |
|
|
| Nrg Energy Com New (NRG) | 0.0 | $293k | 1.8k | 161.95 |
|
|
| Haleon Spon Ads (HLN) | 0.0 | $287k | -21% | 32k | 8.97 |
|
| Netflix (NFLX) | 0.0 | $285k | 238.00 | 1198.92 |
|
|
| Netease Sponsored Ads (NTES) | 0.0 | $282k | 1.9k | 151.99 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $280k | -31% | 9.0k | 31.15 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $279k | +2% | 2.2k | 126.03 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $279k | 2.5k | 110.66 |
|
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $270k | +2% | 5.1k | 52.89 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $266k | 945.00 | 281.86 |
|
|
| Expeditors International of Washington (EXPD) | 0.0 | $266k | -92% | 2.2k | 122.59 |
|
| Morgan Stanley Com New (MS) | 0.0 | $263k | 1.7k | 158.96 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $260k | 4.9k | 52.82 |
|
|
| Entegris (ENTG) | 0.0 | $253k | NEW | 2.7k | 92.46 |
|
| Domino's Pizza (DPZ) | 0.0 | $250k | -4% | 579.00 | 431.71 |
|
| NetApp (NTAP) | 0.0 | $250k | 2.1k | 118.46 |
|
|
| Lpl Financial Holdings (LPLA) | 0.0 | $245k | +13% | 737.00 | 332.69 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $245k | 941.00 | 260.44 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $241k | 3.6k | 66.01 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $239k | 2.7k | 89.34 |
|
|
| Merck & Co (MRK) | 0.0 | $228k | 2.7k | 83.93 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $227k | 1.4k | 159.89 |
|
|
| Credicorp (BAP) | 0.0 | $227k | NEW | 852.00 | 266.28 |
|
| Citigroup Com New (C) | 0.0 | $223k | NEW | 2.2k | 101.50 |
|
| Intel Corporation (INTC) | 0.0 | $223k | NEW | 6.7k | 33.55 |
|
| Marvell Technology (MRVL) | 0.0 | $221k | 2.6k | 84.07 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $221k | 3.7k | 59.20 |
|
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $220k | -6% | 2.1k | 104.45 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $220k | 623.00 | 352.75 |
|
|
| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $211k | 25k | 8.42 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $210k | NEW | 1.6k | 128.24 |
|
| AmerisourceBergen (COR) | 0.0 | $208k | 664.00 | 312.50 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $207k | NEW | 545.00 | 378.94 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $200k | 5.1k | 39.22 |
|
|
| Ccc Intelligent Solutions Holdings (CCCS) | 0.0 | $138k | +21% | 15k | 9.11 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $71k | -50% | 11k | 6.70 |
|
Past Filings by Marks Group Wealth Management
SEC 13F filings are viewable for Marks Group Wealth Management going back to 2019
- Marks Group Wealth Management 2025 Q3 filed Nov. 10, 2025
- Marks Group Wealth Management 2025 Q2 filed July 22, 2025
- Marks Group Wealth Management 2025 Q1 filed May 1, 2025
- Marks Group Wealth Management 2024 Q4 filed Jan. 29, 2025
- Marks Group Wealth Management 2024 Q3 filed Oct. 30, 2024
- Marks Group Wealth Management 2024 Q2 filed Aug. 14, 2024
- Marks Group Wealth Management 2024 Q1 filed April 29, 2024
- Marks Group Wealth Management 2023 Q4 filed Feb. 1, 2024
- Marks Group Wealth Management 2023 Q3 filed Oct. 30, 2023
- Marks Group Wealth Management 2023 Q2 filed July 19, 2023
- Marks Group Wealth Management 2023 Q1 filed May 3, 2023
- Marks Group Wealth Management 2022 Q4 filed Feb. 6, 2023
- Marks Group Wealth Management 2022 Q3 filed Nov. 14, 2022
- Marks Group Wealth Management 2022 Q2 filed Aug. 9, 2022
- Marks Group Wealth Management 2022 Q1 filed May 10, 2022
- Marks Group Wealth Management 2021 Q4 restated filed March 3, 2022